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In May 2012 I wrote: The pattern may be that companies either have short post-trauma lives of about two to three years or relatively long post-trauma lives lasting 4 to 5 years. What determines this life expectancy and…
Publicly, Mr. Lazaridis and Mr. Balsillie belittled the iPhone and its shortcomings, including its short battery life, weaker security and initial lack of e-mail. […] Internally, he had a very different message. “If that…
My thanks to Tania Chen for organizing my appearance on Bloomberg Surveillance in New York on September 26th. Is Apple Really Dominating the Tablet Wars?: Video – Bloomberg. Although there isn’t much one can cover in 5…
The most interesting juxtaposition in market data happened this week. Apple announced 9 million units of the iPhone 5s/c sold in their opening weekend while BlackBerry recognized 3.7 million smartphones sold in the three…
Apple today announced it has sold nine million new iPhone 5s and iPhone 5c models in the first three days after their launch. This performance is illustrated in the following graph: Note that the data is normalized to…
My thanks to Niaz Uddin for asking some good questions and posting my replies: Horace Dediu on Asymco, Apple and Future of Computing | eTalks. Full interview is here, excerpts below: Niaz: Why do you study Apple? Horace:…
Asymcar 4: Death of a salesman | Asymcar. Are cars sold or purchased? Horace Dediu and Jim Zellmer discuss automotive “ecosystems” vis-à-vis Apple and Tesla’s direct sales model. We further dive into the rigidity and…
One of the curiosities of the mobile phone market is how vast it is but also how heterogeneous it has always been. I wrote about this in 2010: Smartphone parochialism: How operator policies prevent or promote platform…
My thanks to Eric Jackson for his thoughtful questions and post on Forbes.com. You can read full interview here but I repeat a few non-biographical questions and answers here for discussion: An Interview With Horace…
I recently tweeted that any discussion related to wearable technology needs to begin with a description of the job it would be hired to do. Without a reason for building a product, you are building it simply because you…